Maintaining Non-ERISA 403(b) Status
July 8, 2014 (PLANSPONSOR.com) – Internal Revenue Service (IRS) regulations requiring more oversight for 403(b) plans make it harder for...
Tag: 403(b)
Insights into 403(b) Compliance
July 8, 2014 (PLANSPONSOR.com) – Changes to rules for employer-sponsored retirement plans are established with regularity, and sometimes it is...
Pre-Approved 403(b) Document Program Furthers Uniformity
July 3, 2014 (PLANSPONSOR.com) - 403(b) plan documents currently may be presented in a myriad of forms, but pre-approved prototype...
Benefits |
Increasing Participation in 403(b) Plans
July 1, 2014 (PLANSPONSOR.com) – With some exceptions, sponsors of 403(b) retirement plans, especially school systems, have problems getting employees...
MassMutual Names Leader for Not-for-Profit Retirement Plans
July 1, 2014 (PLANSPONSOR.com) – MassMutual Retirement has appointed Vince Rainforth as the national practice leader for not-for-profit (NFP) retirement...
(b)lines Ask the Experts – Deferral Amount Requirement for 403(b) Participation
July 1, 2014 (PLANSPONSOR (b)lines) – “I realize the Experts addressed the issue of 403(b) participants who must be counted...
Benefits |
Using 403(b) Employer Contributions as Compensation
June 30, 2014 (PLANSPONSOR.com) – Public K-12 school systems that offer 403(b) plans have an extra tool for solving certain...
IRS to Discuss 403(b) Pre-Approved Document Program
June 30, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) will host a free phone forum about 403(b) retirement plans.
Opinions |
(b)est practices: Retirement Plan Communications: Compliance or Greatness?
June 27, 2014 (PLANSPONSOR.com) - Are you speaking to your employees or just at them?
Benefits |
Gens X and Y Educators Need Education About Retirement
June 24, 2014 (PLANSPONSOR.com) – Generations X and Y K-12 educators would prefer to learn about financial planning issues at...
Products |
Firm Rolls Out Recordkeeping Platform for K-12 403(b)s
June 19, 2014 (PLANSPONSOR.com) - FPS Services, LLC, an affiliate of FPS Group, LLC and a Bluff Point company, has...
Rocaton Adds 403(b) Expertise to Consulting Team
June 17, 2014 (PLANSPONSOR.com) – Diane Improta has joined Rocaton Investment Advisors' defined contribution (DC) leadership team as managing director,...
(b)lines Ask the Experts – ERISA-Like Practices for non-ERISA 403(b)s
June 17, 2014 (PLANSPONSOR (b)lines) – “Do the Experts think Public K-12 school districts and other 403(b) plan sponsors that...
FINRA Fines Merrill Lynch Due to Sales Charges
June 16, 2014 (PLANSPONSOR.com) – The Financial Industry Regulatory Authority (FINRA) fined Merrill Lynch $8 million for failing to waive...
(b)lines Ask the Experts – Determining Reasonableness of Fees
June 10, 2014 (PLANSPONSOR (b)lines) – “Thanks to the new service provider and fee disclosure requirements, I have a much...
Benefits |
Where There Is Room for Improvement in 403(b)s
June 6, 2014 (PLANSPONSOR.com) – While 403(b) plan sponsors are continuing to improve upon their plans to create better outcomes...
Opinions |
(b)est Practices: What Do You Know About Revenue Sharing?
June 6, 2014 (PLANSPONSOR.com) – What do you know about revenue sharing? If your answer is anything other than, “a...
Benefits |
Public Sector Needs More Retirement Readiness Help
June 6, 2014 (PLANSPONSOR.com) – The retirement readiness levels of employees in the public sector may not be as high...
Benefits |
403(b)s Simplifying Investment Menus
June 3, 2014 (PLANSPONSOR.com) - Non-profit organizations that sponsor 403(b) plans are simplifying investment platforms by streamlining the options available...
Products |
SPARK Institute Releases New RFP Guide
June 2, 2014 (PLANSPONSOR.com) – The SPARK Institute Business Ideas Exchange Committee has released its new “RFP Guide for Selecting...